Position in XYZ
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,280
+$475 QoQ
Shares Held
30
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,007
of 1,079 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XYZ Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Glass Jacobson Investment Advisors llc holds $2,527,321 across 8 Software - Infrastructure names. XYZ ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,220 | $1,574,144 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
4,682 | $546,248 | |
| 3 | PANW |
Palo Alto Networks Inc
|
610 | $208,022 | |
| 4 | ORCL |
Oracle Corp
|
600 | $87,930 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
308 | $58,761 | |
| 6 | SNPS |
Synopsys Inc
|
87 | $38,808 | |
| 7 | TOST |
Toast, Inc.
|
400 | $11,128 | |
| 8 | XYZ |
Block, Inc.
This page
|
30 | $2,280 |
All Filings in XYZ
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,280 | 30 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,805 | 30 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,952 | 30 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,168 | 30 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,037 | 30 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,629 | 30 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $2,549 | 30 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,013 | 30 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,934 | 30 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,537 | 30 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $2,320 | 30 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $1,327 | 30 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,997 | 30 | Shares | Sole | 2023-07-25 | |
| 2022-12-31 | $1,885 | 30 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||